Long-term investor
Bolthouse Investments, LLC @bolthouseinvestmentsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001567013).
Record
- Tracked since 2025-06-30 (441 days), 65 trades recorded
- Returns: week n/a · month n/a · 90 days +5.8% · 6 months n/a · 1 year +14.6% · all +14.6%
- Max drawdown n/a · win rate 32% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- TCBK · 15.4% · long · since 2025-06-30
- SPY · 9.1% · long · since 2025-06-30
- EFA · 6.7% · long · since 2025-06-30
- AAPL · 5.3% · long · since 2025-06-30
- PRIM · 5.1% · long · since 2025-06-30
- AVGO · 3.5% · long · since 2025-06-30
- MSFT · 3.4% · long · since 2025-06-30
- GOOGL · 3.1% · long · since 2025-06-30
- EEM · 2.3% · long · since 2025-06-30
- JPM · 2.3% · long · since 2025-06-30
- V · 2.3% · long · since 2025-06-30
- JPST · 2.0% · long · since 2025-06-30